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UPRIGHT INVESTMENTS TRUST

CIK: 0001058587 Equity
Report date: 2026-03-02
AUM $24M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

6 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie, Inc. Since 2026-05-10 00287Y109 Equity (Common)
2.28%
$0.55 2,400
2 GOOG Alphabet, Inc. Since 2026-05-10 02079K107 Equity (Common)
2.60%
$0.63 2,000
3 AAPL Apple, Inc. Since 2026-05-10 037833100 Equity (Common)
6.43%
$1.55 5,700
4 MET MetLife, Inc. Since 2026-05-10 59156R108 Equity (Common)
0.82%
$0.20 2,500
5 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
0.82%
$0.20 300
6 PLUG Plug Power, Inc. Since 2026-05-10 72919P202 Equity (Common)
0.59%
$0.14 72,500